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SeaBridge Investment Advisors’s Bloom Energy BE Stock Holding History

SeaBridge Investment Advisors’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92M Sell
6,333
-1,519
-19% -$389K 0.28% 77
2026
Q1 		$1.06M Hold
7,852
– – 0.18% 97
2025
Q4 		$682K Sell
7,852
-4,842
-38% -$509K 0.11% 126
2025
Q3 		$1.07M Hold
12,694
– – 0.17% 100
2025
Q2 		$304K Buy
12,694
+10
+0.1% +$194 0.06% 169
2025
Q1 		$249K Buy
12,684
+1,390
+12% +$33.2K 0.05% 178
2024
Q4 		$251K Buy
+11,294
New +$198K 0.05% 185

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

SeaBridge Investment Advisors's BE Position: Q2 2026 in Review

SeaBridge Investment Advisors reduced its Bloom Energy (BE) stake by 19% in Q2 2026, selling an estimated $389K and leaving 6,333 shares worth $1.92M. The position accounts for 0.28% of the portfolio, ranked #77.

SeaBridge Investment Advisors first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • SeaBridge Investment Advisors held 6,333 shares of Bloom Energy worth $1.92M as of Q2 2026.
  • SeaBridge Investment Advisors sold 1,519 Bloom Energy shares in Q2 2026, an estimated $389K.
  • Bloom Energy made up 0.28% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • SeaBridge Investment Advisors first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.